TrueAdvisor
TrueAdvisor
SS
CFA
SS
CFA

Scott Bradley Smith

Gould Asset Management LLC
21 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Gould Asset Management LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
350 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$901.3M

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
Minimum Annual Fee:$3,000

Location

341 W. 1st St., Suite 200, Claremont, CA, 91711-4642

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Gould Asset Management LLC
September 2004 - Present · 21 yrs 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.